New Mexico > Santa Fe Yellow Pages > Finance > Investment Services & Advisors

Santa Fe Investment Services & Advisors

Local Businesses: 79

Aegis Capital Management Llc

300 Galisteo Street Suite 105
Santa Fe, NM 87501-2607
(505) 983-7800 +view more
Bill Leslie (Manager)
Categories: Investment Services & Advisors

American Prosperity Group

50 Oshara Boulevard
Santa Fe, NM 87508-1417
(505) 216-0838 +view more
Peter Murphy (Manager)
Categories: Financial Services, Life Insurance, Insurance Retirement Annuities & Pension, Retirement Planning Consultants & Services, Financial Management & Consulting, Investments & Mutual Funds

Ameriprise Financial

1040 Don Diego Avenue Suite 9
Santa Fe, NM 87505-1666
(505) 820-6269
John Costick (Financial Advisor)
Categories: Financial Services, Financial Planning Consultants

Ameriprise Financial

1850 Old Pecos Trail
Santa Fe, NM 87505-4760
(505) 954-1563
Categories: Financial Services, Financial Planning Consultants

Atrato Asset Management

1202 Calle De Agua
Santa Fe, NM 87501-8813
(505) 989-9979
Categories: Investment Services & Advisors

Beekman Capital Management

414 Old Taos Highway
Santa Fe, NM 87501-1204
(505) 984-2944
Prakash Vijayan (Analyst)
Categories: Security Brokers & Dealers

Bicoll Jessica Cfp

460 Saint Michaels Drive
Santa Fe, NM 87505-7619
(505) 795-7678
Jessica Blcoll (Cfp)
Categories: Financial Planning Consultants

Canyon Road Capital

300 Garcia Street
Santa Fe, NM 87501-2732
(505) 204-7131
Categories: Investment Services & Advisors

Corless & Associates

113 West Lupita Road
Santa Fe, NM 87505-4717
(505) 984-1399
Lois Stouffer (Owner)
Categories: Investment Services & Advisors, Financial Management & Consulting

Davis Financial Fund

124 East Marcy Street
Santa Fe, NM 87501-2019
(800) 279-0279
Categories: Investments & Mutual Funds

Davis Funds

124 East Marcy Street
Santa Fe, NM 87501-2019
(800) 279-0279
Categories: Investments & Mutual Funds

Davis Funds Inc

124 East Marcy Street
Santa Fe, NM 87501-2019
(505) 820-3000
Categories: Investment Services & Advisors

Davis Government Bond Fund

124 East Marcy Street
Santa Fe, NM 87501-2019
(800) 279-0279
Categories: Investments & Mutual Funds

Davis Growth Opportunity Fund

124 East Marcy Street
Santa Fe, NM 87501-2019
(800) 279-0279
Categories: Investments & Mutual Funds

Davis High Income Fund

124 East Marcy Street
Santa Fe, NM 87501-2019
(800) 279-0279
Categories: Investments & Mutual Funds

Davis International Total Return Fund

124 East Marcy Street
Santa Fe, NM 87501-2019
(800) 279-0279
Categories: Investments & Mutual Funds

Davis Money Market Fund

124 East Marcy Street
Santa Fe, NM 87501-2019
(800) 279-0279
Categories: Investments & Mutual Funds

Davis New York Venture Fund

124 East Marcy Street
Santa Fe, NM 87501-2019
(800) 279-0279
Categories: Investments & Mutual Funds

Davis Real Estate Fund

124 East Marcy Street
Santa Fe, NM 87501-2019
(800) 279-0279
Categories: Investments & Mutual Funds

Davis Selected Advisers Lp

124 East Marcy Street
Santa Fe, NM 87501-2019
(505) 820-3000 +view more
Heidi Herold (Administrative)
Categories: Investment Services & Advisors

Davis Tax-Free High Income Fund

124 East Marcy Street
Santa Fe, NM 87501-2019
(800) 279-0279
Categories: Investments & Mutual Funds

Dixie Investments

1048 Paseo De Peralta
Santa Fe, NM 87501-2736
(505) 820-9897
Lucy Johnstone (Owner)
Categories: Investment Services & Advisors

Dommer Financial

5 Caliente Road
Santa Fe, NM 87508-9100
(505) 466-7526
Dean Dommer (President)
Categories: Financial Planning Consultants, Financial Management & Consulting

Eddie Haggar Capital Management

2024 Senda De Andres
Santa Fe, NM 87501-8363
(505) 992-8530
Eddie Haggar (Owner)
Categories: Security Brokers & Dealers

Edward Jones - Financial Advisor: Bob Graham

MAKING SENSE OF INVESTING
510 North Guadalupe Street Suite L
Santa Fe, NM 87501-6510
(505) 820-0076
Products: Santa Fe Financial Advisor Investment Management Funds Investment Stock & Bond…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Loren G Testa

MAKING SENSE OF INVESTING
1660 Old Pecos Trail Suite I
Santa Fe, NM 87505-4768
(505) 988-2967
Products: Santa Fe Financial Advisor Investment Management Funds Investment Stock & Bond…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Randy Egan

MAKING SENSE OF INVESTING
7 Avenida Vista Grande Suite D3
Santa Fe, NM 87508-2125
(505) 466-4058
Products: Santa Fe Financial Advisor Investment Management Funds Investment Stock & Bond…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Tom Martin

MAKING SENSE OF INVESTING
2801 Rodeo Road Suite D
Santa Fe, NM 87507-6503
(505) 474-7526
Products: Santa Fe Financial Advisor Investment Management Funds Investment Stock & Bond…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Tre Panagos

MAKING SENSE OF INVESTING
810 Calle Mejia Suite 102
Santa Fe, NM 87501-1581
(505) 983-3699
Products: Santa Fe Financial Advisor Investment Management Funds Investment Stock & Bond…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Eldorado Audiology And Hearing Center

5 Caliente Road Suite 5a
Santa Fe, NM 87508-9102
(505) 466-7526
Categories: Financial Planning Consultants

First Santa Fe Advisors

1672 Hospital Drive
Santa Fe, NM 87505-4754
(505) 995-1885
Categories: Investment Services & Advisors

First Santa Fe Investment Services

1672 Hospital Drive
Santa Fe, NM 87505-4754
(505) 992-2292
Products: Bonds, Mutual Funds, Stocks, Equities, Fixed Income Securities
Services: Brokerage Services, Consultations
Categories: Investment Services & Advisors

Flanagan Patrick Cfp

1925 Aspen Drive
Santa Fe, NM 87505-5459
(505) 988-3962 +view more
Patrick Flanagan (Cfp)
Categories: Financial Planning Consultants, Financial Management & Consulting

Garnand Investments

1213 Luisa Street
Santa Fe, NM 87505-4125
(505) 982-3012
Categories: Investment Services & Advisors

Hutchinson Shockey Erley & Co Inc

500 Market Street
Santa Fe, NM 87501-7322
(505) 984-9192
Categories: Investment Services & Advisors

Investair 300 Llc

4801 Aviation Drive
Santa Fe, NM 87507-8493
(505) 473-4414
Categories: Security Brokers & Dealers

Jaderlund Investments Llc

222 East Marcy Street
Santa Fe, NM 87501-2021
(505) 986-3986
Categories: Security Brokers & Dealers

Kelly Liquors - Kelly Liquor

4300 Cerrillos Road
Santa Fe, NM 87507-9720
(505) 471-3206
Categories: Investment Services & Advisors, Liquor Stores

Longview Asset Management Llc

214 Mckenzie Street
Santa Fe, NM 87501-1831
(505) 988-9555
David Cantour (Owner)
Categories: Investment Services & Advisors

Mcarthur & Co Financial Services

2113 Fort Union Drive
Santa Fe, NM 87505-7538
(505) 983-4486
William Mcarthur (Cfp Clu Chfc)
Products: Securities
Services: Securities And Advisory Services Offered
Categories: Financial Services, Insurance Carriers, Financial Management & Consulting

Melander-Dayton Steven J

516 Alto Street
Santa Fe, NM 87501-2933
(505) 983-2121
Steven Melander-Dayton
Categories: Investment Services & Advisors

Merrill Lynch

123 East Marcy Street Suite 104
Santa Fe, NM 87501-2034
(505) 982-4651
Products: Investments Financial Advisors Investment Bank Mutual Fund 401K Financial Planning…
Services: Investments Financial Advisors Investment Bank Mutual Fund 401K Financial Planning…
Categories: Investment Bankers, Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Mesa Capital Partners

1700 Paseo De Peralta
Santa Fe, NM 87501-3717
(505) 428-2990
Categories: Business Services, Investment Services & Advisors

Midwest Financial

1536 Cerrillos Road
Santa Fe, NM 87505-3550
(505) 989-3761 +view more
Categories: Financial Planning Consultants

Morgan Stanley

150 Washington Avenue Suite 301
Santa Fe, NM 87501-2062
(505) 982-2611
Daniel Merians (Vp)
Products: Bonds, Futures, Government Securities, Iras, Loans, Mutual Funds, Stocks, Equities,…
Services: Asset Management, Brokerage Services, Business Loans, Business Planning, Business…
Categories: Financial Services, Security Brokers & Dealers

Nationwide Retirement Solutions

3600 Rodeo Lane Suite B1
Santa Fe, NM 87507-5801
(505) 989-4992
Jeff Francis (Director)
Categories: Retirement Planning Consultants & Services, Retirement Communities & Home, Assisted Living & Apartments

Palace Capital Management

Santa Fe, NM 87501
(505) 986-8427
Categories: Investment Services & Advisors

Palace Capital Management

504 East Palace Avenue
Santa Fe, NM 87501-2226
(505) 984-9143
Blair Naylor (Owner)
Categories: Investment Services & Advisors

Professional Asset Management

1164 Parkway Drive Suite A
Santa Fe, NM 87507-7323
(505) 379-2117
Categories: Investment Services & Advisors

Qforma

1613 Paseo De Peralta Suite 200
Santa Fe, NM 87501-3740
(505) 989-3558
Mark Feeney
Services: Consultations, Nyse, Checking, New York Stock Exchange
Categories: Investment Services & Advisors

Raymond James

INDIVIDUAL SOLUTIONS FROM INDEPENDENT ADVISORS.
5 Demora Court
Santa Fe, NM 87508-8755
(505) 466-4805
Jane Terry
Products: 403 B, Bonds, Cds, Closed End Mutual Funds, Defined Benefit, Defined Contribution,…
Services: Asset Allocation, Asset Management, Banking, Beneficiaries, Brokerage Services,…
Categories: Financial Services, Financial Management & Consulting

Raymond James

INDIVIDUAL SOLUTIONS FROM INDEPENDENT ADVISORS.
218 East Marcy Street
Santa Fe, NM 87501-2021
(505) 982-1904
George Winneberger (President)
Products: 403 B, Bonds, Cds, Closed End Mutual Funds, Defined Benefit, Defined Contribution,…
Services: Asset Allocation, Asset Management, Banking, Beneficiaries, Brokerage Services,…
Categories: Financial Services, Financial Management & Consulting

Raymond James - Summit Investment Goup

INDIVIDUAL SOLUTIONS FROM INDEPENDENT ADVISORS.
460 Saint Michaels Drive Suite 104
Santa Fe, NM 87505-7622
(505) 984-8232
Jane Terry (President)
Products: 403 B, Bonds, Cds, Closed End Mutual Funds, Defined Benefit, Defined Contribution,…
Services: Asset Allocation, Asset Management, Banking, Beneficiaries, Bonds, Bookkeeping…
Categories: Financial Services, Financial Management & Consulting, Stock & Bond Brokers & Dealers, Stocks & Bond Brokers, Family Planning & Birth Control Services

Roy Elizabeth

214 Mckenzie Street
Santa Fe, NM 87501-1831
(505) 988-3889
Elizabeth Roy
Categories: Investment Services & Advisors

Rudybaese And Associates

2019 Galisteo Street
Santa Fe, NM 87505-2143
(505) 982-0001
Categories: Financial Planning Consultants, Financial Management & Consulting

Sanchez Domingo

1890 Esplendor Street
Santa Fe, NM 87505-5605
(505) 473-3070
Domingo Sanchez
Categories: Financial Planning Consultants, Financial Management & Consulting

Santa Fe Advisors

208 Delgado Street
Santa Fe, NM 87501-2791
(505) 501-6200
Categories: Investment Services & Advisors

Santa Fe Capital Group

4001 Office Court Drive
Santa Fe, NM 87507-4929
(505) 474-7773
David Silver (Owner)
Categories: Investment Services & Advisors

Santa Fe Capital Management Llc

420 Montezuma Avenue
Santa Fe, NM 87501
(505) 820-1177
Sam Luca (President)
Services: Financial Advice, Investment Management, We Sell No Products.
Categories: Investment Services & Advisors

Santa Fe Partners Llc

1512 Pacheco Street Suite D202
Santa Fe, NM 87505-5111
(505) 989-8180
James Leatherberry
Categories: Investment Services & Advisors

Santa Fe Wealth Advisors

1315 South Saint Francis Drive
Santa Fe, NM 87505-4035
(505) 428-0461
Categories: Insurance Retirement Annuities & Pension, Financial Management & Consulting

Securities Compliance Advisors

25 Calle Electra
Santa Fe, NM 87508-9142
(505) 466-3555
Categories: Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Selected American Shares

124 East Marcy Street
Santa Fe, NM 87501-2019
(800) 243-1575
Categories: Investments & Mutual Funds

Selected Daily Government

124 East Marcy Street
Santa Fe, NM 87501-2019
(800) 243-1575
Categories: Investments & Mutual Funds

Selected Funds Inc

124 East Marcy Street
Santa Fe, NM 87501-2019
(505) 820-3000
Products: Mutual Funds, Stocks, Equities
Services: Accounting, Business Services, Educational Planning, Estimates, Family Wealth…
Categories: Investment Services & Advisors

Selected Us Government Income

124 East Marcy Street
Santa Fe, NM 87501-2019
(800) 243-1575
Categories: Investments & Mutual Funds

Stoneharbor Group The Llp

433 Paseo De Peralta Suite 101
Santa Fe, NM 87501-2998
(505) 984-2000
Categories: Financial Planning Consultants, Financial Management & Consulting

Summit Investment Group & Raymond James Financial

INDIVIDUAL SOLUTIONS FROM INDEPENDENT ADVISORS.
130 Camino Escondido
Santa Fe, NM 87501-2713
(505) 984-8232
Jane Terry (President)
Products: 403 B, Bonds, Cds, Closed End Mutual Funds, Defined Benefit, Defined Contribution,…
Services: Asset Allocation, Asset Management, Banking, Beneficiaries, Brokerage Services,…
Categories: Financial Management & Consulting, Stock & Bond Brokers & Dealers, Stocks & Bond Brokers, Family Planning & Birth Control Services

The Mutual Fund Store

422 Medico Lane
Santa Fe, NM 87505-4786
(505) 983-3863
Categories: Investments & Mutual Funds

Thornburg Investment

2300 North Ridgetop Road
Santa Fe, NM 87506-8361
(505) 984-0200
William Fries (Manager)
Categories: Security Brokers & Dealers, Investments & Mutual Funds

Tmst Inc

125 Lincoln Avenue
Santa Fe, NM 87501-2095
(505) 989-1900
Categories: Investment Services & Advisors

U.S. Bank

9 West Gutierrez
Santa Fe, NM 87506-0954
(505) 455-2848 +view more
Michael Jaramillo (Branch Manager)
Products: Checking Account Savings Account Loans Business Checking Mortgage Wealth Management…
Services: Bank Teller Cash Withdrawal Deposit Financial Services Investment Planning…
Categories: Mortgages & Loans, Savings Banks, Banks, Financial Planning Consultants

U.S. Bank

201 Washington Avenue
Santa Fe, NM 87501-1926
(505) 992-8444 +view more
Cecelia Roybal (Branch Manager)
Products: Checking Account Savings Account Loans Business Checking Mortgage Wealth Management…
Services: Bank Teller Cash Withdrawal Deposit Financial Services Investment Planning…
Categories: Mortgages & Loans, Savings Banks, Banks, Financial Planning Consultants

U.S. Bank

600 West San Mateo Road
Santa Fe, NM 87505-3920
(505) 946-9800 +view more
Jeanette Harmon (Branch Manager)
Products: Checking Account Savings Account Loans Business Checking Mortgage Wealth Management…
Services: Bank Teller Cash Withdrawal Deposit Financial Services Investment Planning…
Categories: Mortgages & Loans, Savings Banks, Banks, Financial Planning Consultants

U.S. Bank

3787 Cerrillos Road
Santa Fe, NM 87507-2910
(505) 428-2444 +view more
Frank Sena (Branch Manager)
Products: Checking Account Savings Account Loans Business Checking Mortgage Wealth Management…
Services: Bank Teller Cash Withdrawal Deposit Financial Services Investment Planning…
Categories: Mortgages & Loans, Savings Banks, Banks, Financial Planning Consultants

Waddell & Reed

125 Lincoln Avenue
Santa Fe, NM 87501-2095
(505) 986-0125
Categories: Financial Management & Consulting, Investments & Mutual Funds

Wdp Investments

2100 Calle De La Vuelta
Santa Fe, NM 87505-4742
(505) 989-9771
Categories: Security Brokers & Dealers

Wds Inverstments

2100 Calle De La Vuelta
Santa Fe, NM 87505-4742
(505) 995-1059 +view more
Categories: Investment Services & Advisors

White & Luff Financial

549 South Guadalupe Street
Santa Fe, NM 87501-2617
(505) 428-7885 +view more
Categories: Financial Services, Investment Services & Advisors


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